北京商报讯（记者 郭秀娟 王悦彤） 1月26日，天康生物发布公告称，公司收购新疆羌都畜牧科技有限 公司（以下简称"羌都畜牧"）51%股权事项取得新进展。近日，公司收到国家市场监督管理总局出具的 《经营者集中反垄断审查不实施进一步审查决定书》（反执二审查决定[2026]45号）。根据该决定书， 经初步审查，决定对天康生物收购羌都畜牧股权案不实施进一步审查，公司从即日起可以实施集中。后 续交易双方将根据正式生效的交易协议办理股权交割等工商变更手续，并将进展情况及时履行信息披露 义务。 ...

Group 1 - The animal vaccine concept sector rose by 4.89%, ranking fifth among concept sectors, with 18 stocks increasing in value, including Yongshun Biological, Dongfang Biological, and Haili Biological, which saw increases of 27.18%, 12.36%, and 7.18% respectively [1] - The animal vaccine sector attracted a net inflow of 229 million yuan from main funds, with 14 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow. The leading stock in net inflow was Biological Shares, with a net inflow of 100 million yuan [2] - The top three stocks by net inflow ratio were KQ Biological, Tiankang Biological, and Biological Shares, with net inflow ratios of 14.32%, 12.76%, and 9.87% respectively [3] Group 2 - The animal vaccine sector's inflow ranking included Biological Shares with a 4.50% increase and a turnover rate of 5.08%, followed by Dabeinong with a 2.70% increase and a turnover rate of 6.49% [4] - Other notable stocks included Jinhai Biological with a 5.95% increase and a turnover rate of 9.28%, and Tiankang Biological with a 1.99% increase and a turnover rate of 2.95% [5] - Stocks that experienced declines included Hengtong Holdings with a decrease of 2.59% and a turnover rate of 5.31%, and Luoniushan with a decrease of 1.86% and a turnover rate of 3.43% [5]

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2026-003 天康生物股份有限公司 关于收购新疆羌都畜牧科技有限公司股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、交易情况概述 天康生物股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开 2025 年第三次临时股东会会议，审议通过了《关于收购新疆羌都畜牧科技有限公司 51% 股权暨签署<股权收购协议>的议案》。本次交易以现金 127,500 万元购买新疆七 星羌都集团农牧有限公司等八家股东合计持有的新疆羌都畜牧科技有限公司（以 下简称"标的公司"）51%股权。本次交易完成后，标的公司将成为公司的控股 子公司，纳入公司的合并报表范围。 本次交易的具体情况详见公司在信息披露报纸《证券时报》上和巨潮资讯网 www.cninfo.com.cn 上披露的《天康生物股份有限公司关于收购新疆羌都畜牧科技 有限公司 51%股权暨签署<股权收购协议>的公告》<公告编号：2025-063>） 二、本次交易进展情况 近日，公司收到国家市场监督管理总局出具的《经营者集中反 ...

天康生物公告称，2025年12月29日公司股东大会审议通过以12.75亿元现金收购新疆七星羌都集团农牧 等八家股东持有的新疆羌都畜牧科技有限公司51%股权。近日，公司收到国家市场监督管理总局决定， 对此次收购案不实施进一步审查，可即日起实施集中。后续双方将办理股权交割等工商变更手续，并披 露进展。此次交易存在业绩波动等风险，提醒投资者注意。 ...

Investment Rating - The report maintains a positive investment rating for the pig farming sector, recommending continued investment in this area due to low valuations and expected profitability [4]. Core Insights - The report highlights a rebound in pig prices to 13 CNY/kg, with self-breeding and self-raising operations achieving profitability for two consecutive weeks [4]. - The white feather breeding stock update for 2025 is projected at 1.5742 million sets, with a year-on-year increase of 4.9% [5]. - The pet food market in urban China is expected to reach 312.6 billion CNY in 2025, growing by 4.1% year-on-year [6]. Summary by Sections Pig Farming - Pig prices have rebounded to 13 CNY/kg, with a week-on-week increase of 0.7%. The average weight of pigs at slaughter has risen to 128.89 kg, with a decrease in the proportion of heavier pigs [4]. - The profitability of self-breeding and self-raising operations has reached 43.35 CNY per head, marking a significant recovery since December 2025 [4]. - The report forecasts a new wave of price declines post-Spring Festival, indicating potential capacity reduction in the pig farming industry [4]. Poultry Farming - The white feather breeding stock update for 2025 is 1.5742 million sets, with 55% from self-breeding and 45% from imports. The price of yellow feather chicken has increased by 2.6% week-on-week [5]. - The average price of chicken products is reported at 9,250 CNY/ton, with a slight year-on-year decrease of 0.5% [5]. Pet Industry - The urban pet market is projected to grow to 312.6 billion CNY in 2025, with dog and cat markets at 160.6 billion CNY and 152.0 billion CNY, respectively [6]. - The number of pet dogs and cats in urban areas is expected to reach 126.32 million, with a year-on-year growth of 1.8% [8]. - Pet food remains the primary consumption category, accounting for 53.7% of the market share, with a projected market size of approximately 167.9 billion CNY in 2025 [8].

Group 1 - The feed sector experienced a decline of 0.29% on January 23, with Zhongchong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the feed sector showed varied performance, with Tianma Technology rising by 2.94% to a closing price of 16.13, while Zhongchong Co., Ltd. fell by 1.55% to 49.52 [2] Group 2 - The feed sector saw a net outflow of 70.64 million yuan from institutional investors, while retail investors had a net inflow of 90.51 million yuan [2] - The trading volume and turnover for major stocks in the feed sector varied, with major stocks like Tianma Technology and Haida Group showing significant trading activity [3] - The net inflow and outflow of funds for specific stocks indicated a mixed sentiment among investors, with some stocks like Haida Group experiencing a net inflow of 13.67 million yuan from institutional investors [3]

Core Insights - In December 2025, 16 major pig farming companies in China achieved a total sales volume of 17.72 million pigs, marking a year-on-year increase of 3.51% and a month-on-month increase of 7.15% [1][5][6] - The total revenue for these companies in December was 22.104 billion yuan, reflecting a year-on-year decline of 26.85% but a month-on-month increase of 4.87% [1][5][11] Sales Volume Analysis - The leading company, Muyuan Foods, sold 6.98 million pigs in December, while Wens Foodstuffs and New Hope reported sales of over 1.8 million pigs each [1][6] - Jin Xin Nong and Zhengbang Technology experienced significant sales growth, with increases exceeding 70% year-on-year, while four companies, including Muyuan Foods and Tangrenshen, saw declines of over 10% [1][6][10] Revenue Analysis - The revenue figures for December showed that Jin Xin Nong and Zhengbang Technology had revenue growth rates exceeding 20%, while four companies, including Zhenghong Technology and Tiankang Biological, reported revenue declines of over 30% [1][11] - Muyuan Foods generated 9.667 billion yuan in revenue for December, down 36.06% year-on-year, while Wens Foodstuffs and New Hope also reported declines of 11.38% and 10.75%, respectively [10][12] Price Trends - The average transaction price for pigs in the national market fluctuated around 15 yuan per kilogram in early 2025, dropping to a low of 11.05 yuan per kilogram in the latter half of the year [2]

证券日报网讯1月22日，天康生物（002100）在互动平台回答投资者提问时表示，截至2026年1月20日收 盘，公司股份持有人数为62780户。 ...

证券日报网讯1月22日，天康生物（002100）在互动平台回答投资者提问时表示，政府的各项补贴政策 具有其特定的政策目标和严格的申报条件，金额的差异主要源于公司业务结构、产业布局、区域政策差 异等多重客观因素，公司始终高度重视国家及地方各项农业扶持政策的对接落实，严格按照国资监管要 求及上市公司规范要求，设立专人负责政策研究、挖掘符合补贴政策的项目潜力、争取更多政策支持， 进行项目申报及补贴申领工作。 ...

Market Overview - The feed sector experienced a decline of 0.69% on January 21, with Aonong Biological leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Individual Stock Performance - Jin Xin Nong (002548) closed at 6.56, up 2.34% with a trading volume of 399,800 shares and a transaction value of 261 million [1] - Petty Holdings (300673) closed at 19.46, up 1.62% with a trading volume of 82,200 shares and a transaction value of 159 million [1] - Aonong Biological (603363) closed at 4.27, down 1.84% with a trading volume of 430,600 shares and a transaction value of 184 million [2] - Other notable declines include Tian Kang Biological (002100) down 1.26% and Hai Da Group (002311) down 1.17% [2] Capital Flow Analysis - The feed sector saw a net outflow of 95.94 million from institutional investors, while retail investors had a net inflow of 63.31 million [2] - The capital flow for individual stocks shows Jin Xin Nong with a net inflow of 21.61 million from institutional investors, while Aonong Biological had a net outflow of 1.32 million [3] - Petty Holdings experienced a net outflow of 1.99 million from institutional investors but a net inflow of 6.27 million from retail investors [3]